Manage client funds transparently

Managing funds for your clients is an important responsibility and needs to be managed carefully.

Actionstep provides you with a 100% cloud based client accounting system. Installed with excellent tools, reports, and controls that comply with the strict client accounting rules.

Actionstep’s client accounting system is fully integrated with the general ledger and maintains important disciplines such as:

• Ensuring your trust liability is always covered by client funds in the bank.
• Tracking client funds by single or multiple clients.
• Providing plenty of audit trails and reports to keep the auditors happy.
• Visibility of position across different matters.